Icon Wealth Partners’s CDK Global, Inc. CDK Stock Holding History

Icon Wealth Partners’s Portfolio CDK Stock Details CDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,011	Closed	-$59K	–	838
2019 Q1	$59K	Buy	+1,011	New	+$55.1K	0.02%	320
2018 Q3	–	Sell	-726	Closed	-$47K	–	772
2018 Q2	$47K	Buy	+726	New	+$46.9K	0.02%	401
2018 Q1	–	Sell	-351	Closed	-$25K	–	788
2017 Q4	$25K	Buy	+351	New	+$23.6K	0.01%	567

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Icon Wealth Partners's CDK Position: Q2 2019 in Review

Icon Wealth Partners sold out of CDK Global, Inc. (CDK) in Q2 2019, closing a stake of 1,011 shares — an estimated $59K sold.

Icon Wealth Partners first reported a position in CDK in Q4 2017 and held it in 3 quarters. The position peaked at $59K in Q1 2019. 550 funds tracked by Wall St. Rank hold CDK as of Q2 2019.

Icon Wealth Partners reported no remaining CDK Global, Inc. position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 1,011 CDK Global, Inc. shares in Q2 2019, an estimated $59K.
Icon Wealth Partners first reported a position in CDK Global, Inc. in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's CDK Global, Inc. position peaked at $59K in Q1 2019.
550 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.